HHWM
SCHW

Hiley Hunt Wealth Management’s Charles Schwab SCHW Stock Holding History

Hiley Hunt Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,078
Closed -$228K – 45
2024
Q4 		$228K Buy
+3,078
New +$230K 0.13% 37
2024
Q3 		– Sell
-3,146
Closed -$232K – 40
2024
Q2 		$232K Buy
+3,146
New +$232K 0.14% 36
2024
Q1 		– Sell
-3,849
Closed -$265K – 37
2023
Q4 		$265K Buy
+3,849
New +$222K 0.2% 29

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Hiley Hunt Wealth Management's SCHW Position: Q1 2025 in Review

Hiley Hunt Wealth Management sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 3,078 shares — an estimated $228K sold.

Hiley Hunt Wealth Management first reported a position in SCHW in Q4 2023 and held it in 3 quarters. The position peaked at $265K in Q4 2023. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • Hiley Hunt Wealth Management reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
  • Hiley Hunt Wealth Management sold 3,078 Charles Schwab shares in Q1 2025, an estimated $228K.
  • Hiley Hunt Wealth Management first reported a position in Charles Schwab in Q4 2023 and held it in 3 quarters.
  • Hiley Hunt Wealth Management's Charles Schwab position peaked at $265K in Q4 2023.
  • 2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Hiley Hunt Wealth Management's 13F filing for Q1 2025, filed 3 Apr 2025.